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Arm Holdings plc

Held by 13 tracked managers as of Q2 2026 · CUSIP ⓘCUSIP: A 9-character ID for one specific security - one share class of one company, or one bond. Tickers can change and can mean different things in different countries; a CUSIP always identifies exactly the same security, which is why filings use it. Guide 042068205 · Sector ⓘGICS sectors: The 11-sector system most investors know (Global Industry Classification Standard): Technology, Health Care, Financials and so on. This site assigns each company a GICS-style sector from its SIC code, with a few hand corrections, so sector pages match the names investors expect. Guide

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In plain English: 13 of the investors we track own this stock. In the latest quarter, 4 of them bought more of it and 10 sold some or all of theirs (3 bought it for the first time). That tells you what they did last quarter — not what the stock will do next.

Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer

Managers holding
13
+1 vs last quarter (like-for-like)
Total value held
$1.31B
Across tracked managers
Average weight ⓘOn average, how big this stock is in the portfolios that own it (its share of each manager's reported portfolio value).
0.6%
Of each manager's book
QoQ value ⓘLike-for-like: only managers that filed both quarters are compared, so a manager filing late (or confidentially) does not look like buying or selling. Includes price changes.
+$607.40M
+88.5% vs last quarter
Net shares bought
-888.2K
Est. net flow -$308.61M
Quarter activity
4 bought · 10 sold
3 new · 2 sold out

Tracked capital in this stock

Total value held (area) and number of managers (line). Dips can mean a large holder filed that quarter confidentially (e.g. Norges Bank in Q1/Q3).

Chart: Tracked capital in this stock

Aggregate buying and selling

Net share change reported each quarter

Chart: Aggregate buying and selling

Who owns ARM?

Who added and who trimmed · Q2 2026

Estimated dollar change per manager (change in shares × this quarter's price). Click a bar to open the manager.

Chart: managers adding and trimming

Who owns ARM? — Q2 2026

Holders ranked by position size, with each one's quarter-over-quarter change.

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

# Manager Fund Shares Value ↓ % of their portfolio QoQ Δ shares Δ shares % Est. Δ value ⓘChange in shares × this quarter's price
1 Brad Gerstner Altimeter Capital 1.64M $582.19M 5.9% Reduced -73.5K -4.3% -$26.05M
2 Two Sigma Two Sigma Investments 660.16K $234.07M 0.2% Added +80.1K +13.8% +$28.41M
3 Sands Capital Sands Capital Management 642.83K $227.93M 0.8% New +642.8K — +$227.93M
4 Baillie Gifford Baillie Gifford & Co 441.37K $156.49M 0.1% Reduced -170.5K -27.9% -$60.47M
5 Ken Griffin Citadel Advisors 167.73K $59.47M 0.0% Reduced -121.1K -41.9% -$42.94M
6 Norges Bank Norges Bank Investment Management 45.90K $16.27M 0.0% — — — —
7 Stanley Druckenmiller Duquesne Family Office 28.09K $9.96M 0.2% Reduced -78.6K -73.7% -$27.87M
8 Fred Alger Fred Alger Management 27.64K $9.80M 0.0% New +27.6K — +$9.80M
9 Tom Marsico Marsico Capital Management 24.46K $8.67M 0.2% Reduced -8.4K -25.5% -$2.97M
10 David Shaw D.E. Shaw & Co. 5.76K $2.04M 0.0% Reduced -300.9K -98.1% -$106.67M
11 Ray Dalio Bridgewater Associates 4.92K $1.75M 0.0% Reduced -588.4K -99.2% -$208.64M
12 Israel Englander Millennium Management 2.95K $1.05M 0.0% Reduced -267.2K -98.9% -$94.75M
13 Ken Fisher Fisher Asset Management 946 $335.65K 0.0% New +946 — +$335.65K

Sold out completely this quarter

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Manager Fund Shares sold Value last quarter ↓
Jim Simons Renaissance Technologies -16.9K $2.56M
Steve Cohen Point72 Asset Management -14.3K $2.16M

Politician trades

Politician trades in ARM

CSV Excel
Column filters

Numbers accept 1.5M, 2B, 250K. Percent columns take percent (5 = 5%).

Politician Date Ticker Asset Type Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. Est. size ⓘOur estimate only: the midpoint of the reported range. Owner Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. Filed ↓ Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. Source
Cleo Fields Politician Dec 11, 2025 ARM Arm Holdings plc - American Depositary Shares (ARM) [ST] Sale $50,001 - $100,000 Est. $75,000 (midpoint of reported range $50,001–$100,000) Self Morgan Stanley - E*TRADE #2 Dec 17, 2025 6 days PTR ↗
Jonathan L. Jackson Politician Sep 2, 2025 ARM Arm Holdings plc - American Depositary Shares (ARM) [ST] Sale $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Morgan Stanley - Rollover IRA Oct 15, 2025 43 days PTR ↗
Jonathan L. Jackson Politician Jul 17, 2025 ARM Arm Holdings plc - American Depositary Shares (ARM) [ST] Purchase $1,001 - $15,000 Est. $8,000 (midpoint of reported range $1,001–$15,000) Spouse Morgan Stanley - Rollover IRA Aug 25, 2025 39 days PTR ↗
Cleo Fields Politician Jul 16, 2025 ARM Arm Holdings plc - American Depositary Shares (ARM) [ST] Purchase $50,001 - $100,000 Est. $75,000 (midpoint of reported range $50,001–$100,000) Self Morgan Stanley - E*TRADE #2 Aug 6, 2025 21 days PTR ↗